Greentown China Sets AGM for Financial Decisions
CITIC Construction Investment Securities: China Real Estate Has Entered the “Consumer Goods Era”
To understand the current reality of real estate in China and the direction of China's real estate policy, we need to pay full attention to the fact that real estate in China has moved from one big era (era of investment goods) to another (era of consumer goods).
Open Source Securities: Real estate investment and sales data continued to be low in April, and the market is still adjusting
Open Source Securities released a research report saying that after the Politburo meeting on April 30, the central government introduced a number of loose home purchase loan policies. Various regions lifted purchase restrictions in core cities such as Hangzhou and Xi'an due to city policies. The policy side was more active than before.
Tianfeng Securities: Implementation of storage policies to cooperate to remove inventory and be optimistic about opportunities to reverse the plight of the production sector
Tianfeng Securities released a research report saying that after breaking through policy boundaries on the demand side and central level, it is expected that more demand stimulation measures will be implemented in various regions in the future, while the market may wait for marginal changes in turnover to test the effectiveness of the policy. The gaming market is expected to continue during this period.
SDIC Securities: The new real estate policy goes hand in hand, and the collection and storage of state-owned assets is expected to accelerate and continue to be optimistic about the performance of building materials in the good production chain
The real estate industry has ushered in major favorable policies. Purchase restrictions have been relaxed in many places, and mortgage relaxation policies have exceeded expectations. Trade-in and state-owned assets collection and storage are expected to accelerate. The sales side and financing side are taking multiple measures together to help the building materials industry recover demand and improve repayments, and priority benefits for consumer building materials in the real estate chain.
China Likely to Roll Out More Property Easing Measures, GS Says
China is likely to roll out more property easing measures, especially on the demand side, Goldman Sachs analysts say in a research note. China's new housing stimulus measures announced Friday could st
China Eases Mortgage Rules in Latest Push to Aid Property Sector
Beijing has eased mortgage rules and urged local governments to buy unsold houses in some of policy makers' boldest moves yet to revive the property sector. Financial regulators said Friday that they
CITIC Construction Investment's April Housing Enterprise Sales Financing Review: Sales Financing Continues to Decline, Intensive Relaxation of Purchase Restrictions Supports Recovery in Demand
In April, the top 100 real estate companies sold 34.1 billion yuan, down 47.0% year on year. The decline was slightly narrower by 0.2 percentage points from the previous month.
Damo: Target price of HK$8.26 for Greentown China (03900) “plus” rating
Damo believes that Greentown China's (03900) stock price has about 70% to 80% chance of outperforming its peers within 30 days.
Huatai Securities: How much financial support is needed for real estate “trade-in”?
Real estate “trade-in” is expected to push the real estate supply and demand relationship towards a faster balance. After the Politburo meeting in April sets the tone, the urban scope and policy strength of real estate “trade-in” is expected to increase.
Greentown China Logs Sales of 14.5 Billion Yuan in April
Greentown China Holdings (HKG:3900) made sales, including contracted and subscription sales, of around 14.5 billion yuan in April at an average selling price of 30,557 yuan per square meter, a Tuesday
Greentown China (03900.HK)'s total contract sales amount for the first 4 months was about 75.5 billion yuan
Gelonghui, May 6 | Greentown China (03900.HK) announced that in April 2024, Greentown Group's self-funded project sold 3,683 units, with a sales area of about 470,000 square meters. The monthly sales amount was about RMB 14.5 billion, and the average sales price was about RMB 30,557 per square meter. From January to April 2024, Greentown Group obtained a contract sales area of about 1.59 million square meters, with a contract sales amount of about RMB 52.5 billion; of this, the equity amount attributable to Greentown Group was approximately RMB 37.1 billion. As of April 30, 2024, a cumulative total of subscription agreements were signed and not sold
After the Beijing-Tianjin property market expanded their bid, Wuhan also took action! Can the “unbundling” of purchase restrictions ignite real estate?
If you buy a new home, you can settle in; if you buy a house, you don't accept your first loan...
Guojin Securities: The bottom of real estate stocks is basically clear, and the stock prices of high-quality housing companies may take the lead in reflecting the improvement in market expectations
Guojin Securities released a research report saying that the Politburo meeting first proposed digesting the stock of real estate and optimizing incremental housing, which is expected to have a major impact on the industry. Although fundamentals are difficult to recover quickly in the short term, the stock prices of high-quality housing companies may be the first to reflect the improvement in market expectations.
The Market Lifts Greentown China Holdings Limited (HKG:3900) Shares 33% But It Can Do More
Greentown China Holdings Limited (HKG:3900) shareholders have had their patience rewarded with a 33% share price jump in the last month. Not all shareholders will be feeling jubilant, since the sha
Domestic housing stocks mostly rose, Midea Real Estate (03990) rose 5.8% Shanghai joined the commercial housing “trade-in” queue
Jinwu Financial News | Most domestic housing stocks rose. Midea Real Estate (03990) rose 5.8%, C&D International Group (01908) rose more than 4%, China Overseas Development (00688) rose 3.73%, China Jinmao (00817), and Greentown China (03900) rose more than 2%. Shanghai joins the “trade-in” queue for commercial housing. On May 3, the Shanghai Real Estate Industry Association and the Shanghai Real Estate Agents Association jointly initiated a “trade-in” campaign for commercial housing throughout Shanghai. Through the “trade-in” model, it will be easier for residents to replace housing and better support residents' reasonable
Market Chatter: Hong Kong's Home Prices Log First Rise in 10 Months
Hong Kong's private home prices climbed 1.1% month-over-month in March 2024, marking their first increase in 10 months, following the relaxation of curbs on the troubled property market, Reuters repor
綠城中國:二零二三年年報
Greentown China Holdings Limited's (HKG:3900) Latest 7.4% Decline Adds to One-year Losses, Institutional Investors May Consider Drastic Measures
Key Insights Significantly high institutional ownership implies Greentown China Holdings' stock price is sensitive to their trading actions 50% of the business is held by the top 2 shareholders Ow
Zhongtai Securities: Commercial housing sales picked up month-on-month in the first quarter, and industry fundamentals are still weak
Various data on the real estate industry from January to March 2024 are still low. As the three major projects, including urban village renovation, continue to advance, and the optimization and adjustment of core housing policies, future industry data is expected to bottom out and stabilize as policies continue to be introduced.
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